See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,863 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,489 | $91,762-13.4% | $67,502+17.8% | $77,643+2.4% |
| Participation rate | 80.5% | 75.9%+4.6pp | 72.9%+7.6pp | 70.6%+9.9pp |
| Annual return | 17.13% | 14.87%+2.3pp | 3512.12%-3495.0pp | 31.24%-14.1pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,425 | $3,903-12.2% | $4,000-14.4% | $4,647-26.3% |
| Admin fee / account holder | $15 | $176-91.3% | $3,998-99.6% | $430-96.5% |